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Planning for Widows

Widowhood is often one of the most difficult and traumatic times in any woman's life. Most women find themselves in state of trauma for as long as two to four years after the loss. If you are faced with widowhood, aside from losing the person that may be closer to you than anyone else, you are faced with an unprecedented amount of change, including a daunting list of business that must be dealt with as quickly and wisely as possible to help ensure your financial stability and peace of mind. To achieve this, you need someone you can trust to work in your best interests from day one. You need to build your own team to help you take charge of your life.

At Klein Financial Advisors, we understand these challenges from personal experience. Working with you as your trusted advisor and decision-making partner, we will help you navigate the multitude of decisions and actions that must be addressed as soon as possible. These include:

  • locating financial and legal documents
  • understanding how much cash you have on hand
  • defining your personal goals before being bombarded with well-meaning advice from others
  • coordinating the efforts of your attorney, your CPA, and other business professionals

Contact Us

4299 MacArthur Boulevard
Suite 100
Newport Beach, CA 92660
Phone: 949-477-4990
Fax: 714-464-4481
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

 

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Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lauren S. Klein, President, Klein Financial Advisors, Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Read More >